Unclaimed
Bruno Salmon Leonardo is a registered representative with Emerson Equity LLC. Bruno is based in Irvine, CA and has been in the industry since March 2023. Bruno holds the Series 7TO, Series 63, and SIE licenses. Bruno specializes in portfolio management for individuals, financial planning, and educational seminars. Bruno is also registered to provide investment advice in California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Management of private placement life insurance / insurance dedicated funds (single investor private funds)
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
03/03/2023 - Present
Emerson Equity LLC (Irvine CA)
BC
Issued 04/28/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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